JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,158 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2024 年第 3 季 13F 持有人
JPMorgan Chase & Co 在 2024/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 4,215
- 較 2024 年第 2 季 +88 家
- 持有股數
- 20.4 億
- 較 2024 年第 2 季 +1.83 億 (+9.9%)
- 總市值
- $4,294 億
- 較 2024 年第 2 季 +$540.5 億 (+14.4%)
- 新進機構
- 189
- 另有 1,741 家加碼
- 清倉機構
- 101
- 另有 1,867 家減碼
另有 54 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2024 年第 3 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Accel Wealth Management | 8,836 | $186.3 萬 | 0.69% | +176+2.0% | 加碼 |
| Tortoise Investment Management, LLC | 8,839 | $186.4 萬 | 0.19% | +215+2.5% | 加碼 |
| Iron Financial, LLC | 8,841 | $186.4 萬 | 1.01% | −71−0.8% | 減碼 |
| Orion Capital Management LLC | 8,844 | $186.5 萬 | 0.91% | −370−4.0% | 減碼 |
| Austin Private Wealth, LLC | 8,852 | $186.7 萬 | 0.18% | +406+4.8% | 加碼 |
| Independent Solutions Wealth Management, LLC | 8,862 | $186.9 萬 | 0.42% | +275+3.2% | 加碼 |
| Mendel Capital Management LLC | 8,886 | $187.4 萬 | 1.15% | +120+1.4% | 加碼 |
| Eukles Asset Management | 8,888 | $187.4 萬 | 0.75% | +235+2.7% | 加碼 |
| Promethium Advisors,llc | 8,889 | $187.4 萬 | 1.32% | +8,889 | 新進 |
| Gen-Wealth Partners Inc | 8,353 | $187.5 萬 | 0.82% | −399−4.6% | 減碼 |
| Defined Wealth Management, LLC | 8,893 | $187.5 萬 | 1.22% | +73+0.8% | 加碼 |
| PFC Capital Group, Inc. | 8,900 | $187.6 萬 | 0.90% | +175+2.0% | 加碼 |
| Bennett Selby Investments LP | 8,907 | $187.8 萬 | 0.79% | 00.0% | 不變 |
| Cromwell Holdings LLC | 8,913 | $187.9 萬 | 1.21% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 8,929 | $188.3 萬 | 0.36% | +93+1.1% | 加碼 |
| Advisory Research Inc | 8,932 | $188.3 萬 | 0.33% | −1,472−14.1% | 減碼 |
| Addison Advisors LLC | 8,933 | $188.4 萬 | 0.52% | −231−2.5% | 減碼 |
| Citadel Investment Advisory, Inc. | 8,936 | $188.4 萬 | 0.99% | 00.0% | 不變 |
| Summit Asset Management, LLC | 8,958 | $188.9 萬 | 0.35% | +1,200+15.5% | 加碼 |
| Altman Advisors, Inc. | 8,967 | $189.1 萬 | 0.84% | +8,967 | 新進 |
| Stiles Financial Services Inc | 8,971 | $189.2 萬 | 0.67% | +441+5.2% | 加碼 |
| Cypress Capital Management LLC (WY) | 8,977 | $189.3 萬 | 2.05% | +5,927+194.3% | 加碼 |
| Goldstream Capital Management Ltd | 8,982 | $189.4 萬 | 0.86% | +8,982 | 新進 |
| Solitude Financial Services | 9,019 | $190.2 萬 | 0.81% | +2,060+29.6% | 加碼 |
| Eagle Wealth Strategies LLC | 9,032 | $190.4 萬 | 1.39% | +55+0.6% | 加碼 |
| Terril Brothers, Inc. | 9,055 | $190.9 萬 | 0.63% | +90+1.0% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 9,057 | $191.0 萬 | 1.00% | +30+0.3% | 加碼 |
| Fortitude Advisory Group L.L.C. | 9,060 | $191.0 萬 | 1.20% | −1,074−10.6% | 減碼 |
| Bordeaux Wealth Advisors LLC | 9,106 | $192.0 萬 | 0.35% | +1,400+18.2% | 加碼 |
| Kelly Lawrence W & Associates Inc | 9,108 | $192.1 萬 | 0.43% | −300−3.2% | 減碼 |
| First Command Advisory Services, Inc. | 9,108 | $192.1 萬 | 0.02% | +1,320+16.9% | 加碼 |
| Venturi Wealth Management, LLC | 9,115 | $192.2 萬 | 0.10% | +880+10.7% | 加碼 |
| Savoie Capital LLC | 9,129 | $192.5 萬 | 0.24% | 00.0% | 不變 |
| Financial Perspectives, Inc | 9,129 | $192.5 萬 | 0.67% | +30.0% | 加碼 |
| Gray Wealth Management Inc. | 9,130 | $192.5 萬 | 0.76% | +1,677+22.5% | 加碼 |
| Lazari Capital Management, Inc. | 9,136 | $192.6 萬 | 0.82% | −132−1.4% | 減碼 |
| Cape Ann Savings Bank | 9,145 | $192.8 萬 | 1.12% | −305−3.2% | 減碼 |
| Granger Management LLC | 9,159 | $193.1 萬 | 0.38% | −702−7.1% | 減碼 |
| Dohj, LLC | 9,348 | $193.8 萬 | 0.45% | +328+3.6% | 加碼 |
| Perennial Investment Advisors, LLC | 9,204 | $194.1 萬 | 0.25% | −267−2.8% | 減碼 |
| One + One Wealth Management, LLC | 9,205 | $194.1 萬 | 1.15% | −100−1.1% | 減碼 |
| Brown Financial Advisors | 9,207 | $194.1 萬 | 0.80% | −1,693−15.5% | 減碼 |
| Masso Torrence Wealth Management Inc. | 9,219 | $194.4 萬 | 1.05% | −80−0.9% | 減碼 |
| Precedent Wealth Partners, LLC | 9,242 | $194.9 萬 | 0.64% | +518+5.9% | 加碼 |
| Strait & Sound Wealth Management LLC | 9,257 | $195.2 萬 | 0.95% | −477−4.9% | 減碼 |
| Riverview Trust Co | 9,260 | $195.3 萬 | 1.71% | −112−1.2% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 9,261 | $195.3 萬 | 0.41% | +1,544+20.0% | 加碼 |
| Grant/GrossMendelsohn, LLC | 9,283 | $195.5 萬 | 0.84% | +164+1.8% | 加碼 |
| Arbor Capital Management Inc | 9,400 | $196.1 萬 | 1.85% | −1,067−10.2% | 減碼 |
| Sandy Cove Advisors, LLC | 9,309 | $196.3 萬 | 0.80% | −142−1.5% | 減碼 |
| Lebenthal Global Advisors, LLC | 9,312 | $196.3 萬 | 0.40% | +1,081+13.1% | 加碼 |
| JSF Financial, LLC | 9,335 | $196.8 萬 | 0.57% | +87+0.9% | 加碼 |
| MRP Capital Investments, LLC | 9,337 | $196.9 萬 | 1.87% | −533−5.4% | 減碼 |
| Gateway Advisory, LLC | 9,343 | $197.0 萬 | 0.32% | −779−7.7% | 減碼 |
| Clarus Group, Inc. | 9,349 | $197.1 萬 | 0.83% | −118−1.2% | 減碼 |
| Fullcircle Wealth LLC | 8,766 | $197.7 萬 | 0.89% | +514+6.2% | 加碼 |
| RW Investment Management LLC | 9,391 | $198.0 萬 | 0.25% | −100−1.1% | 減碼 |
| Caldwell Sutter Capital, Inc. | 9,398 | $198.2 萬 | 0.92% | −133−1.4% | 減碼 |
| South Street Advisors LLC | 9,432 | $198.9 萬 | 0.30% | −2,900−23.5% | 減碼 |
| Apella Capital, LLC | 9,601 | $199.0 萬 | 0.08% | +642+7.2% | 加碼 |
| Yarger Wealth Strategies, LLC | 9,448 | $199.2 萬 | 1.10% | −75−0.8% | 減碼 |
| Washington Capital Management Inc | 9,465 | $199.6 萬 | 1.54% | −865−8.4% | 減碼 |
| CMT Capital Markets Trading GmbH | 9,472 | $199.7 萬 | 0.91% | −2,318−19.7% | 減碼 |
| Beacon Financial Advisory LLC | 9,477 | $199.8 萬 | 0.68% | −274−2.8% | 減碼 |
| Vicus Capital | 9,492 | $200.2 萬 | 0.18% | −1,633−14.7% | 減碼 |
| Towercrest Capital Management | 9,499 | $200.3 萬 | 0.32% | −805−7.8% | 減碼 |
| United Community Bank | 9,506 | $200.4 萬 | 0.78% | −1,586−14.3% | 減碼 |
| Armor Investment Advisors, LLC | 9,520 | $200.7 萬 | 0.83% | −6,095−39.0% | 減碼 |
| Signet Financial Management, LLC | 9,521 | $200.8 萬 | 0.26% | +20+0.2% | 加碼 |
| Navalign, LLC | 9,526 | $200.9 萬 | 0.59% | −53−0.6% | 減碼 |
| Philo Smith Capital Corp | 9,550 | $201.4 萬 | 0.51% | 00.0% | 不變 |
| Summit Financial Wealth Advisors, LLC | 9,579 | $202.0 萬 | 0.38% | +20.0% | 加碼 |
| SRS Capital Advisors, Inc. | 9,599 | $202.4 萬 | 0.18% | −108−1.1% | 減碼 |
| Saxon Interests, Inc. | 9,620 | $202.8 萬 | 0.92% | −229−2.3% | 減碼 |
| De Burlo Group Inc | 9,623 | $202.9 萬 | 0.25% | +880+10.1% | 加碼 |
| WR Wealth Planners, LLC | 9,641 | $203.3 萬 | 0.57% | +58+0.6% | 加碼 |
| Lakeridge Wealth Management LLC | 9,644 | $203.4 萬 | 1.12% | −25−0.3% | 減碼 |
| Mosaic Financial Group, LLC | 9,656 | $203.6 萬 | 1.45% | −40−0.4% | 減碼 |
| Edgestream Partners, L.P. | 9,661 | $203.7 萬 | 0.09% | +3,723+62.7% | 加碼 |
| My Legacy Advisors, LLC | 9,669 | $203.9 萬 | 0.80% | −2,140−18.1% | 減碼 |
| Personal Cfo Solutions, LLC | 9,684 | $204.2 萬 | 0.29% | +354+3.8% | 加碼 |
| Drive Wealth Management, LLC | 9,685 | $204.2 萬 | 0.53% | −186−1.9% | 減碼 |
| Sather Financial Group Inc | 9,709 | $204.7 萬 | 0.13% | +1,430+17.3% | 加碼 |
| Barrett & Company, Inc. | 9,711 | $204.8 萬 | 0.89% | −271−2.7% | 減碼 |
| Sky Investment Group LLC | 9,718 | $204.9 萬 | 0.37% | −63−0.6% | 減碼 |
| Hollow Brook Wealth Management LLC | 9,732 | $205.2 萬 | 0.61% | +12+0.1% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $205.4 萬 | 0.38% | 00.0% | 不變 |
| Kapstone Financial Advisors LLC | 9,768 | $205.6 萬 | 1.25% | +422+4.5% | 加碼 |
| Raleigh Capital Management Inc. | 9,758 | $205.7 萬 | 0.79% | −246−2.5% | 減碼 |
| Cannon Advisors, Inc. | 9,777 | $205.8 萬 | 1.68% | +9,777 | 新進 |
| Birchbrook, Inc. | 9,761 | $205.8 萬 | 1.14% | −1,828−15.8% | 減碼 |
| Coastal Bridge Advisors, LLC | 9,762 | $205.8 萬 | 0.51% | −23−0.2% | 減碼 |
| AA Financial Advisors, LLC | 9,763 | $205.9 萬 | 0.60% | +1,028+11.8% | 加碼 |
| VCI Wealth Management LLC | 9,805 | $206.7 萬 | 0.92% | +6,821+228.6% | 加碼 |
| LifeSteps Financial, Inc. | 9,811 | $206.9 萬 | 1.62% | +8+0.1% | 加碼 |
| Hemington Wealth Management | 9,324 | $206.9 萬 | 0.56% | −72−0.8% | 減碼 |
| Ruffer LLP | 9,850 | $207.6 萬 | 0.07% | −10,415−51.4% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 9,846 | $207.6 萬 | 0.30% | −1,384−12.3% | 減碼 |
| CKW Financial Group | 10,053 | $208.1 萬 | 0.25% | −733−6.8% | 減碼 |
| Meridian Financial Partners LLC | 9,881 | $208.4 萬 | 1.05% | −87−0.9% | 減碼 |